Insurance Claim Payments
There are several options for entering insurance payments on claims. Each option consists of receiving the claim (entering payment amounts), and creating the payment (finalizing). Both steps must be completed for reports to be accurate.
Small batch claims: If entering a smaller number of claims on an EOB, receive each claim from the Account Module, then finalize the insurance payment once all claims are entered. See Receiving Claim and Finalizing Insurance Payments.
Large batch claims: If entering a large number of claims on an EOB, or multiple people are entering claims at the same time, create the payment in the Manage module then receive and attach all claims. See Batch Insurance Payments.
Electronic EOBs: If an insurance carrier supports Electronic EOBs (ERA 835s), payments can be auto-populated, then attached to claims.